The pathway
How you actually get there, here
How you become one varies far more by country than what one does. This is the UK route. Most people take one of these ways in; the right one depends on where you're starting from.
- 1
Director/VP of Partnerships (Fintech)
5-10 years to CBOSkills to master
- Deep expertise in building and scaling a multi-faceted partner ecosystem, strong commercial negotiation skills, and a proven ability to drive significant revenue through indirect channels. You'd need to expand your remit beyond just partnerships to include broader corporate development and M&A.
You're ready to move on when
- Successfully grew partner-sourced revenue by 50%+ year-on-year for multiple years.
- Led the negotiation and launch of 3+ transformational strategic partnerships.
- Built and managed a high-performing team of 20+ partnership professionals.
- Consistently presented partnership strategy and performance to the C-suite and Board.
- 2
Head of Corporate Development / M&A
5-8 years to CBOSkills to master
- A track record of identifying, evaluating, negotiating, and integrating multiple M&A deals in the finance sector. Strong financial modelling, due diligence oversight, and post-merger integration experience. The leap to CBO requires adding strategic partnership leadership and broader P&L accountability.
You're ready to move on when
- Successfully completed 3+ significant M&A transactions (each £10M+ deal value).
- Demonstrated expertise in M&A valuation, deal structuring, and legal negotiation.
- Proven ability to lead cross-functional due diligence teams.
- Successfully overseen post-merger integration efforts, realising intended synergies.
- 3
Management Consultant (Senior Partner Level)
5-10 years to CBOSkills to master
- Extensive experience advising C-suite clients on growth strategy, M&A, and market entry within the financial services sector. You'd need to transition from advisory to direct operational accountability, including P&L ownership and building/leading internal teams.
You're ready to move on when
- Led multiple large-scale strategic growth projects for major financial institutions.
- Developed and presented growth strategies to C-suite and Board clients.
- Built and managed large consulting teams, demonstrating strong leadership.
- Developed deep industry expertise and a strong network within fintech.